Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBASX (Segall Bryant & Hamill Small Cap Core Fund Institutional Class) | 15.19% | 26.24% | 14.94% | 7.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBASX (Segall Bryant & Hamill Small Cap Core Fund Institutional Class) | 01/02/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 26.24 | 14.94 | 7.33 | NA | NA | NA | … | … | 15.19 | 3.95 | 11.91 | 13.96 | -13.13 | 23.52 | 22.19 |
| Sharpe Ratio | NA | 1.28 | 0.62 | 0.23 | NA | NA | NA | … | … | 1.67 | 0.05 | 0.47 | 0.65 | -0.60 | 1.31 | 0.64 |
| Standard Deviation(%) | NA | 17.80 | 18.79 | 19.62 | NA | NA | NA | … | … | 19.94 | 21.24 | 17.54 | 15.89 | 24.51 | 17.97 | 34.06 |
| Draw Down(%) | NA | 11.44 | 25.64 | 25.67 | NA | NA | NA | … | … | 11.44 | 23.20 | 8.76 | 12.34 | 23.97 | 9.27 | 34.34 |
| Yield(%) | 0.00 | 5.80 | 5.58 | 6.24 | 4.38 | 2.92 | 2.19 | … | … | 0.00 | 5.53 | 5.90 | 4.03 | 1.78 | 19.44 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBASX (Segall Bryant & Hamill Small Cap Core Fund Institutional Class) |
2.29%
Apr 2021 – Apr 2024 |
5.58%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBASX (Segall Bryant & Hamill Small Cap Core Fund Institutional Class) |
21.04%
Mar 2020 – Mar 2023 |
14.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart